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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,580 hedge funds and large institutions have $49.2B invested in iShares MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 565 increasing their positions, 554 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,580
Holders Change
+189
Holders Change %
+13.59%
% of All Funds
31.2%
Holding in Top 10
224
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.71%
% of All Funds
4.42%
New
274
Increased
565
Reduced
554
Closed
62
Calls
$3.8B
Puts
$10.4B
Net Calls
-$6.56B
Net Calls Change
-$1.38B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$665M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$307M
3
Bessemer Group
Bessemer Group
New Jersey
+$305M
4
Truist Financial
Truist Financial
North Carolina
+$241M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$201M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$325M
2
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$295M
3
Barclays
Barclays
United Kingdom
-$269M
4
Goldman Sachs
Goldman Sachs
New York
-$260M
5
Citigroup
Citigroup
New York
-$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
1276
TFO Wealth Partners
Ohio
$371K +$371K +5,354 New
BS
1277
Boenning & Scattergood
Pennsylvania
$369K +$369K +5,308 New
SCA
1278
Sage Capital Advisors
South Dakota
$368K -$4.51K -65 -1%
GC
1279
GFG Capital
Florida
$368K +$368K +5,295 New
OAM
1280
Occidental Asset Management
California
$365K – – –
IWMA
1281
Ironwood Wealth Management (Arizona)
Arizona
$363K +$8.54K +123 +2%
AWM
1282
Apollon Wealth Management
South Carolina
$363K +$79.7K +1,141 +28%
LHC
1283
Little House Capital
Massachusetts
$360K -$147K -2,118 -29%
NFP
1284
Narus Financial Partners
Utah
$359K +$73.9K +1,064 +26%
CFA
1285
Carroll Financial Associates
North Carolina
$357K -$163K -2,356 -31%
IFWM
1286
Institute for Wealth Management
Colorado
$357K -$29.3K -422 -8%
PAIM
1287
Punch & Associates Investment Management
Minnesota
$355K -$71.2K -1,024 -17%
BJ
1288
Brouwer & Janachowski
California
$355K – – –
FP
1289
Financial Perspectives
Minnesota
$352K +$352K +5,074 New
TFCP
1290
Twin Focus Capital Partners
Massachusetts
$352K – – –
NA
1291
Nottingham Advisors
New York
$350K -$10.4K -150 -3%
IFA
1292
Interactive Financial Advisors
Illinois
$348K -$148K -2,139 -30%
SCI
1293
S&CO Inc
Massachusetts
$347K – – –
CFIA
1294
Cantor Fitzgerald Investment Advisors
New York
$346K -$35.9K -518 -9%
Walleye Trading
1295
Walleye Trading
New York
$344K +$344K +4,947 New
HCP
1296
Holt Capital Partners
Texas
$342K +$20.9K +300 +6%
CWP
1297
Capital Wealth Planning
Florida
$341K +$46.8K +674 +16%
ST
1298
Sabal Trust
Florida
$339K -$26.1K -375 -7%
HA
1299
HYA Advisors
Missouri
$338K +$338K +4,862 New
EI
1300
Ellevest Inc
New York
$337K +$486 +7 +0.1%
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52
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